Roth Financial Group, Merritt Island, Florida

Newsletters

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Keeping Cool in Volatile Markets

Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.